The latest theses & analyses from top VCs and analysts

Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Wednesday, 19 November, 2025

Chamath Palihapitiya | Chamath Palihapitiya

A Microsoft Primer: Becoming a $3.6T Platform

Digital Native | Rex Woodbury

New York Is An Industry Town

Better Tomorrow Ventures

Why We Invested in Kaaj

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Is the AI Trade Over?

Kyle Poyar's Growth Unhinged | Kyle Poyar

The new UX era

Kyle Poyar's Growth Unhinged | Kyle Poyar

The new UX era